New Milford PTO

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Mandi MacDonald

Phone

8603542735

Tax Period

2023-07-01 to 2024-06-30

New Milford PTO, founded in 1980, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue surged 153% from the prior year, signaling strong growth momentum. Expenses of $91K exceeded revenue, resulting in a 35% operating deficit.

Mission

To promote the welfare of children and youth in home, school, and community; to bring into closer relation the home and school, that parents and teachers may cooperate intelligently in the education of children and youth.

Program Service Accomplishments

Program 1

Expenses: $71,492

Grants and gifts to various schools

Program 2

Expenses: $12,000

Scholarships to area graduating seniors

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $124,301

Program Service Revenue $0

Investment Income $90

Other Revenue $-56,976

TOTAL REVENUE $67,415

Expense Breakdown

Grants Paid $83,492

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,492

Other Expenses $7,206

TOTAL EXPENSES $90,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,415	$26,660	+1.5%
Expenses	$90,698	$31,301	+1.9%
Net Income	$-23,283	$-4,641	+4.0%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mandi MacDonald	Treasurer	8.00	Officer	$0	$0	$0
Megan Byrd	President	8.00	Officer	$0	$0	$0
Tara Ewers	Membership	1.50	Officer	$0	$0	$0
Lynn Ward	Scholarships	0.50	Officer	$0	$0	$0
Debra VanVranken	Secretary	8.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$67,415	$90,698	$137,696	$-23,283
2023	$26,660	$31,301	$160,979	$-4,641
2022	$13,486	$19,615	$165,620	$-6,129
2021	$23,320	$26,818	$171,749	$-3,498
2020	$67,718	$30,961	$175,247	$36,757
2019	$138,131	$103,105	$138,490	$35,026
2018	$125,783	$125,818	$103,464	$-35